Case Study

Environmental Seal

Need

An environmental organization wanted to offer a Seal of Sustainability that could be earned by organizations completing a self-directed audit, customized based on user data. They also needed a private resource library that would show recommendations based on the users' answers.

Solution

I created a system of custom taxonomies and custom post types to hold all of the audit answers in an organized structure. Answers to the audit were saved in a custom table which was perfectly designed to be easy to search and easy to update. I also captured some custom user data, which was linked to the audit to avoid showing inappropriate questions to users (e.g. don't judge an organization's electricity use if they don't have a building). Users were of course forced to log in to take the audit, but visitors were allowed to preview the audit, which has an organized navigation system and colorful bars to track progress and score.

The resources were also a custom post type, tied into the audit with the same taxonomies. All of this functionality was encased in a standalone plugin that could be implemented with any theme.

Once the system was built, I also created a custom import tool so that my client could create a complex spreadsheet of the entire audit, and do a single import to have the whole thing easily loaded into the WordPress database. I also create a few different custom exports to allow them to extract data in spreadsheets for further analysis.

Results

The Seal project was a roaring success. Dozens of organizations signed up for the audit and took it, helping them focus their environmental progress efforts. In successive years, additional organizations signed up.

Main audit landing page
Audit page
Audit landing page example
Sample audit with key
User options (influence activities)
Seachable resource library
Activities (back-end)
Custom toolsData StructureDesignHTML/CSSJavascriptMySQLPHPWordPress
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